Robertson Stephens Wealth Management
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Robertson Stephens Wealth Management’s ProShares Short Russell2000 RWM Stock Holding History

Robertson Stephens Wealth Management’s Portfolio RWM Stock Details RWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-107,226
Closed -$2.24M – 586
2025
Q1 		$2.24M Buy
+107,226
New +$2.06M 0.08% 183

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Jump Financial
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AFG Fiduciary Services
AFG Fiduciary Services Hingham, Massachusetts $131M AUM 19.17% 1-Year Est. Return
Laird Norton Wetherby Wealth Management
Laird Norton Wetherby Wealth Management San Francisco, California $2.45B AUM
Advisory Services Network
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Robertson Stephens Wealth Management's RWM Position: Q2 2025 in Review

Robertson Stephens Wealth Management sold out of ProShares Short Russell2000 (RWM) in Q2 2025, closing a stake of 107,226 shares — an estimated $2.24M sold.

Robertson Stephens Wealth Management first reported a position in RWM in Q1 2025 and held it in 1 quarter. The position peaked at $2.24M in Q1 2025. 37 funds tracked by Wall St. Rank hold RWM as of Q2 2025.

  • Robertson Stephens Wealth Management reported no remaining ProShares Short Russell2000 position as of Q2 2025 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 107,226 ProShares Short Russell2000 shares in Q2 2025, an estimated $2.24M.
  • Robertson Stephens Wealth Management first reported a position in ProShares Short Russell2000 in Q1 2025 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's ProShares Short Russell2000 position peaked at $2.24M in Q1 2025.
  • 37 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q2 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.